1. [Home](https://www.g2.com/) 2. ... 3. [Professional Services Automation Software](https://www.g2.com/categories/professional-services-automation) 4. [Planview ChangePoint Discussions](https://www.g2.com/products/planview-changepoint/discuss) [ ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/large_detail/large_detail_36a96adc50490efbcc171220a8b24f2e/planview-changepoint.png "Product Avatar Image") ](/products/planview-changepoint/reviews) [ Planview ChangePoint ](/products/planview-changepoint/reviews) (17)3.3/5 Planview ChangePoint is a Professional Services Automation (PSA) software solution that helps services organizations automate and connect every stage of the Orders-to-Cash (O2C) lifecycle, from CRM and opportunity management through contract execution, project delivery, time and expense tracking, billing, and revenue recognition, in a single application. ChangePoint is used by services organizations, including IT consulting, business consulting, high tech, and manufacturing companies, and is designed for VPs of Services, VPs of Finance, directors of consulting or services, resource management office (RMO) leaders, and PMO leadership who need real-time financial visibility into engagements rather than retrospective reporting after month-end close. A core architectural feature of ChangePoint is that it separates the financial contract, called an Engagement, from the project delivery mechanism, so billing rules and contract terms stay enforced independently of how a project is managed day to day. Main capabilities include: • Native CRM and opportunity management, with pipeline forecasting, resource demand signals, and product or service forecasting by line item • Engagement management that defines billing rates, contract terms, and revenue recognition rules separately from project delivery, supporting Fixed Fee, Time and Materials, and mixed billing types across multiple projects per engagement • Resource planning and management, including skills-based resource search, soft and hard bookings, and resource demand versus capacity analysis • Project and program management with a multi-level work breakdown structure, configurable stage-gate workflows, change and risk management, and bi-directional Microsoft Project integration • Time and expense management, plus billing and revenue recognition, including direct billing to clients or ERP systems, split billing, multi-currency invoicing, and embedded Cognos Analytics reporting ChangePoint is available as a SaaS or on-premises deployment and adapts to a customer's business model through approximately 300 configuration tables rather than custom code. It is also available with ChangePoint PLUS, an add-on that connects its financial governance model to Planview ProjectPlace's collaborative workspaces, so delivery teams can work in ProjectPlace while ChangePoint continues to enforce engagement-level financial rules. Show More * * * ### -5.0 Nps Score Already have Planview ChangePoint? ### All Planview ChangePoint Discussions Search Most CommentedMost HelpfulPinned by G2Newest All DiscussionsDiscussions with CommentsPinned by G2Discussions without Comments FilterFilter Filter byExpand/Collapse Sort by Most Commented Most Helpful Pinned by G2 Newest Filter by All Discussions Discussions with Comments Pinned by G2 Discussions without Comments ![Pinned by G2 as a common question](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Pinned by G2 as a common question") G2 Pinned by G2 as a common question • almost 3 years ago More Options - [ # What is Planview ChangePoint used for? ](/discussions/what-is-planview-changepoint-used-for) What is Planview ChangePoint used for? 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